National Cash Balance Research ReportNational Cash Balance Research Report

One of the fastest growing sectors in the retirement plan market, cash balance plans are a game-changer for your high-income clients.

Enterprising advisors are quickly discovering the power of cash balance plans to reduce tax liability and accelerate retirement savings for their clients—while demonstrating their value, earning trust, and growing their practices. In this white paper, we explore what’s behind the latest trends.

Download to learn more about:

• What’s driving cash balance plan growth

• Cash balance plans vs. traditional pension plans

• What makes cash balance plans attractive to small businesses

• Interest crediting rate trends for large and small plan sponsors

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